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Guides · Situations

Your first week with Apex

You start with a free account, and , the assistant we built ourselves, guides you through the setup: introduction, first search, mailbox, colleagues. Nobody needs to learn the system in advance, or wait until they have: Apex guides everyone at their own pace, according to their role, and learning is easiest while you work. Apex explains every step, and you allow the important ones with the , so it is hard to make a mistake.

This is for you if…
  • you are just starting with Trendizz, as a company or as a marketer;
  • you want to know what to expect in the first few days;
  • you want to start together with your colleagues, each in their own role.
What will be ready at the end

Your company's introduction is done, you have seen the first results and the reasons behind them, your mailbox is connected, and you know which guide to follow when inviting your colleagues. You know where to ask along the way.

Six steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

  1. Signing in with a free account

    On trendizz.com you sign in with your company email address and a sign-in code; no password or bank card details are needed. The address should be on your company's own , for example [email protected]: you cannot sign in with Gmail or another free address. Whoever signs in first becomes the company's . On Apex Free you can search, open 10 companies in total, with the reasons, and build a campaign and its letters too. Sending the letters and handling the replies come with the Start plan and above.

    Where: trendizz.com › Try it
    Ask ApexApex tells you

    What can we get done in the first week?

  2. Introduction

    asks what your company offers, to whom, and who your best customers are. From that, it tailors the searches to your company. At some point it also asks once how it should address you.

    Where: the conversation; the Setup bar above the input field, the Introduction step
    Ask ApexApex guides you through

    Let's start. What do you need to know about our company?

  3. First search

    Apex shows you which companies are worth writing to, and why. The step is complete when you open a result. It is worth excluding your existing customers before the first search, by their domain: send Apex their domains or a file, or add them under Customer acquisition › with the reason . That way they receive no campaign letters, and searches do not bring them up.

    Where: the conversation, with the results in the workspace on the right; Setup bar, the First search step
    Ask ApexApex does it

    Who could buy our products in the UK?

  4. Connecting the mailbox

    Campaign letters go out from a mailbox, which the interface calls a . We recommend a new mailbox used only for campaign mail: on the domain of the company the letters are sent for, in the name of the person sending them, for example [email protected], rather than a such as sales@ or info@. It should be a full, separate mailbox, not an alias of another one: mail providers see aliases as a single account, so several aliases all weigh on the reputation of one mailbox. Apex reads only the connected mailbox: it reads and sorts every incoming letter, using your . Apex guides you through connecting it step by step, checks the domain's settings, and sends a test letter at the end. You connect the mailbox yourself, in your own account; you never need to send your sign-in details to anyone. After , one mailbox sends around 50 campaign letters per working day; for a faster pace you can connect more mailboxes, each one a separate, full mailbox.

    Where: Mail › Senders; Setup bar, the Connect the mailbox step
    Ask ApexApex guides you through

    What kind of mailbox should I set up for the campaigns?

  5. Colleagues

    If several of you work in the account, decide the setup first: whether you see each other's work, and whether there is a separate team or a marketer. There is a guide for each of these three questions. Invite your colleagues according to the setup, so that everyone ends up in the right . Colleagues can only be invited on a paid plan, and as long as there is more than one active member, nobody can be on Free: so you choose a plan for yourself first, then invite your colleagues, each with their own plan. The company's Administrators see this step; the Superuser can send the invitations.

    Where: Account menu › My subscription, then Setup bar, the Invite colleagues step; Account menu › Team management
    Ask ApexApex tells you

    There are three of us in sales. How should we set it up?

  6. Help along the way

    The Knowledge base has example requests by topic, the Guides show the different setups, and the Glossary explains the terms used in the interface. You can ask Apex at any time.

    Where: Help › Knowledge base, Guides, Glossary; the ✦ button next to the input field opens the Knowledge base
    Ask ApexApex tells you

    What does "sender" mean?

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

The first week on Apex Free costs nothing: you can search, open 10 companies, and build a campaign and its letters. To send the letters and handle the replies, you need the Start plan: €99 per month, plus VAT, with no minimum term.

You can invite colleagues on a paid plan. Three people on Start, for example: 3 × €99 per month, plus VAT.

Frequently asked questions

What most people ask in this situation.

I have a Gmail address. What do I need to sign in?

Your own with a mailbox on it. You buy the domain from a domain registrar and create the mailbox with a mail provider, such as Google Workspace or Microsoft 365, or through your web host's email service. Companies take mail from a company's own domain more seriously, and it is also more likely to reach the inbox.

Do I need a separate CRM?

No. Trendizz has what you need for sales: each company's record holds every letter, call and task, and the company's . Prospects who come in by phone or another way can be handled here too: tell , and it opens the company's record by its domain (even if the company is not yet in our database), logs the call, and sets the owner and the task.

Who can you ask for help?

Apex, at any time, in your own language. If Apex cannot help, it prepares a Support request together with you. During working hours, Central European Time, we usually reply within a few hours.

Pitfalls

What most people run into, and how to avoid it.

A step can be skipped

After "Skip this for now", the step can be reopened later under Account menu › Review setup.

Decide the setup first, then invite colleagues

Anyone who goes into the sees all the work there. If you need a separate team, create the before sending the invitations.

The 10 are per account

The 10 companies on Free apply to the company's whole account. As soon as someone in the company has a paid plan, the limit goes away, and the companies already opened stay.

Basics for this situation

If you want to look behind a step.

Groups: who sees what

What a group member, its leader and the company's Administrator can see.

Open

Roles and invitations

User, Administrator, Superuser, and the plan.

Open

Assigning a sender to a group

What happens to the companies already under way, and who can move a sender.

Open

Set it up with Apex.

Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.

Free account, no card details · monthly fee, no minimum term